Hire an Expert to Sell your Business in California

Why You Need an Expert in Selling California Businesses

The recent successful sale of a California manufacturing business is just one illustration of how the tried and true techniques of a Certified Business Broker can be leveraged to successfully sell nearly any business in almost any circumstance.

Based on our experience. prospective business seller struggle with many of the same questions:

• “Is it right time to sell my business?”
• “How do I figure out the real value of my business so I sell at the right price?”
• “How do I know I’m talking all the right legal and financial precautions?”
• “Who can I really trust to help me find the best buyer for my business?”

To sell a business for its highest value, you need the best cash flow or net income as possible. Unfortunately, many California business owners unwittingly undermine the value of their business by focusing too heavily on the selling process.

We solve that problem for you.

Let’s Talk

Use the form below to get in touch with us. We look forward to hearing from you!

All form submissions are 100% confidential



If you’ve ever bought and sold stock, you might assume a similar market is available for privately-held businesses.

But selling a privately-held company is a much more complicated process than selling shares.  This is because each privately held business is run differently.

We’ve created a comprehensive document explaining every step of the selling process.
We want you to know what you can expect establishing the proper price for your business, how it is done and the many different steps to finally close the sale of your business.

One final challenge, just to drive the point home: your business will have a much higher chance of selling at a good price if it is currently operating at the top of its game. If you’re the one trying to navigate the sea of lease negotiation and Small Business Administration (SBA) loans, you’re likely not going to be putting your focus on maximizing your business’ operations. The more effort you put into the selling process, the less effort you’re putting into making your business look appealing to a buyer – and vice versa.

We suggest splitting up the responsibility. You do what you do best: run your business for maximum profits. In return, we’ll do what we do best: attract a highly qualified buyer to offer you an incredible price for your business.



Step 1: Have a Plan for Selling Your Business

To start, you’ll need to create a plan for selling. You’ll determine how much you’d like the business to sell for and conduct a full valuation to see if your business can reasonably command that price. You’ll need to gather all your business’ data, including tax statements, business plans, strategies and training, and everything else that can be considered in the assets.

If that valuation concludes you can’t get the price you were hoping for if you sell now, your plan will include steps to increase the value of your business before you put it up for sale.

You’ll need to recast your financial statements, since your tax documents are usually prepared with an eye to showing the lowest profits possible. That’s great for taxes, but the worst possible strategy when you’re trying to convince a buyer that your business is worth buying. All your company’s finances will need to be presented in a light that makes them appealing to buyers.

Finally, you’ll prepare an Executive Summary of your business and a Confidential Business Review. Only then are you prepared to seek out potential buyers.

Step 2: Do a Search

If you don’t have a plan for finding qualified buyers, now’s the time to invent one. You’ll need to track down buyers who are interested in your type of business, preferably ones who are likely to have the financial means to invest. You’ll distribute your Executive Summary to those buyers – so it needs to be very compelling, since it’s the bait you’re dangling to hook your big fish.

Once a buyer bites, you’ll need to qualify the buyer to be sure he can afford your business. You’ll also agree to send him your company’s Confidential Business Review after the buyer signs an NDA or Confidentiality Agreement. Make sure yours is iron-clad – or all your business’ secrets could disappear.

You’ll need to determine how interested the buyer really is, which can be difficult, since they often lie about their level of interest while simultaneously entertaining other offers. If you do get a buyer who’s definitely willing to move forward, though, it’s time to make a deal.

Step 3: Make a Deal

You’ll conduct an initial meeting with your buyer and give them a tour of your business. Once again, you’re going to need to gauge how interested the buyer really is, particularly if you have other offers. If you reject a second buyer because you think this one will pay a higher price, you could lose out when the first buyer bails at the last minute.

If you’re confident, you’ll motivate the buyer to act by giving a firm purchase offer. You’ll then negotiate a price and, if successful, you’ll write up an LOI or Asset Purchase Agreement to seal the deal.

Step 4: Close the Deal

Once more, you’ll need to open due diligence. Your buyer will need to apply for financing if they need it and obtain lender instructions. You’ll open Escrow, start the Bulk Sale process, and – if all the paperwork is filed properly, every i is dotted and every t is crossed, you’ll finally sign the final documents.

Certified Machinery and Equipment Appraiser

Andrew Rogerson; Sacramento, CA

is a business expert of 35+ years, a 5-time successful business owner, Certified Mergers & Acquisition Professional (CM&AP), Mergers & Acquisition Master Intermediary (M&AMI), Certified Business Broker (CBB), author of 4 books, and he gives speaking presentations on request.

Andrew helps business owners with a business in California, plan and execute buying or selling a business, and consults with business owners on how to make their ventures stronger so they increase in value.

Service with Ethics

Making sure his clients needs are met and even putting those needs ahead of his own interests is one of the core reasons Andrew offers to consult and work with you.


We help business owners plan and execute buying or selling a business, and consults with business owners on how to make their ventures stronger so they increase in value.


Business expert of 26+ years, a 5-time successful business owner, Certified Mergers & Acquisition Professional, Mergers & Acquisition Master Intermediary, Certified Business Broker, author of 4 books and presenter on request.


Published author of four books on business ownership.
These books allow you to understand how to become a new business owner or alternatively, if its time for you to do something else in life and sell your business.

Let’s Talk

Use the form below to get in touch with us. We look forward to hearing from you!

All form submissions are 100% confidential

Contact Us

Main Office:
5150 Fair Oaks Blvd, #101-198
Carmichael, CA 95608
Phone: (916) 570-2674



    5150 Fair Oaks Blvd, #101-198
    Carmichael, CA, 95608-5788


    Phone: (916) 570-2674
    Fax: (916) 473-8655



    Buying or selling a business is a complex process – and you shouldn’t go through it alone. You need an experienced business broker to guide you through the process.

    We make buying and selling businesses simple and straightforward. We’re qualified to handle the most complicated aspects on behalf of our clients, ensuring you walk away satisfied.